Brandon Richard Roop
Analyst-Equity presso Donaldson Capital Management LLC
Profilo
Mr. Brandon R.
Roop is a Vice President of Retirement Plan Services & Senior Investment Advisor at Donaldson Capital Management LLC.
He joined the firm in 2010.
In his current role, he is responsible for the management and development of DCM’s Retirement Plan Services division.
Respected for his industry expertise, he currently participates on the Schwab Retirement Plan Advisory Panel.
In this role, he offers insight and feedback to help Schwab improve its platform and retirement plan solutions.
Additionally, he leads a team of Investment Advisors to guide individual investors successfully along their financial journey.
He has also served as a key decision-maker on DCM’s Investment Policy Committee.
Mr. Roop joined ACES Power Marketing as an Energy Trader.
He graduated from Wabash College in 2006 with a Bachelor of Arts degree in Economics and an MBA from Indiana University.
Posizioni attive di Brandon Richard Roop
| Società | Posizione | Inizio |
|---|---|---|
Donaldson Capital Management LLC
 Donaldson Capital Management LLC Investment ManagersFinance Donaldson Capital Management LLC (DCM) is an independent, SEC-registered investment advisor headquartered in Evansville, Indiana and was founded in 1995 by Gregory Donaldson. DCM provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, foundations, corporations and other business entities. | Analyst-Equity | 01/10/2010 |
Precedenti posizioni note di Brandon Richard Roop
| Società | Posizione | Fine |
|---|---|---|
Alliance for Cooperative Energy Services Power Marketing LLC
 Alliance for Cooperative Energy Services Power Marketing LLC Miscellaneous Commercial ServicesCommercial Services Alliance for Cooperative Energy Services Power Marketing LLC engages in selling electricity and natural gas trading services. It offers risk management services which include portfolio analysis, transaction administration, consulting, training and policy development. The company was founded 1999 and is headquartered in Carmel, IN. | Corporate Officer/Principal | - |
Formazione di Brandon Richard Roop
| Wabash College | Undergraduate Degree |
| Indiana University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Donaldson Capital Management LLC
Donaldson Capital Management LLC Investment ManagersFinance Donaldson Capital Management LLC (DCM) is an independent, SEC-registered investment advisor headquartered in Evansville, Indiana and was founded in 1995 by Gregory Donaldson. DCM provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, foundations, corporations and other business entities. | Finance |
Alliance for Cooperative Energy Services Power Marketing LLC
Alliance for Cooperative Energy Services Power Marketing LLC Miscellaneous Commercial ServicesCommercial Services Alliance for Cooperative Energy Services Power Marketing LLC engages in selling electricity and natural gas trading services. It offers risk management services which include portfolio analysis, transaction administration, consulting, training and policy development. The company was founded 1999 and is headquartered in Carmel, IN. | Commercial Services |
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